Trade Management Dashboard

The trade management dashboard contains useful metrics to give you a better understanding of your trading behavior. The information provided on this dashboard is covered below:

  • Most Scaled Instrument: the stock in the portfolio that has the most scaled-in trades.
  • Most Underscaled Instrument: the stock in the portfolio that has the least scaled-in trades.
  • Shortest Swing Closed: The trade in the portfolio that has the shortest time between when the related stock was first purchased and then sold.
  • Longest Swing Closed: The trade in the portfolio that has the longest time between when the related stock was first purchased and sold.
  • Average Time to Close a Swing: The average time for swing trades to be closed within the portfolio.
  • Successful Swing Bar Chart: A chart that shows the number of successful swing trades in the portfolio by the day of the week or by the month of the year.
  • Scalp/Day Trades Table: A table that organizes the portfolio’s swing trades by the most number of scalps or day trades that occurred within that trade. The scale of the swing trade is also provided in the table.